GI
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Gradient Investments’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Gradient Investments’s Portfolio CSD Stock Details CSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-500
Closed -$24K – 322
2017
Q2 		$24K Hold
500
– – ﹤0.01% 377
2017
Q1 		$23K Hold
500
– – ﹤0.01% 386
2016
Q4 		$22K Hold
500
– – ﹤0.01% 346
2016
Q3 		$21K Buy
+500
New +$21K ﹤0.01% 346

Other funds holding CSD

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
NCMW
Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

Gradient Investments's CSD Position: Q3 2017 in Review

Gradient Investments sold out of Invesco S&P Spin-Off ETF (CSD) in Q3 2017, closing a stake of 500 shares — an estimated $24K sold.

Gradient Investments first reported a position in CSD in Q3 2016 and held it in 4 quarters. The position peaked at $24K in Q2 2017. 44 funds tracked by Wall St. Rank hold CSD as of Q3 2017.

  • Gradient Investments reported no remaining Invesco S&P Spin-Off ETF position as of Q3 2017 after selling out during the quarter.
  • Gradient Investments sold 500 Invesco S&P Spin-Off ETF shares in Q3 2017, an estimated $24K.
  • Gradient Investments first reported a position in Invesco S&P Spin-Off ETF in Q3 2016 and held it in 4 quarters.
  • Gradient Investments's Invesco S&P Spin-Off ETF position peaked at $24K in Q2 2017.
  • 44 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q3 2017.

Based on Gradient Investments's 13F filing for Q3 2017, filed 16 Oct 2017.